Case Manager: Fast-Paced, Customer-Driven Support

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 42,000 - 71,000; Full time

Benefits offered by this job

Health coverage

ESOP

401(k)

Fridays off

Paid time off

Tuition reimbursement

Job summary

Sammons Financial Group Inc. in West Des Moines, IA, seeks a customer service professional to support agents, distribution partners and customers by handling applications, paperwork and policy changes with accuracy.

You will review cases, provide guidance, and maintain production goals while upholding compliance and ongoing training to stay current with system enhancements and regulatory changes.

Qualifications

• Bachelor's degree preferred.
• 1-3 years' experience in a related field preferred.
• Customer-centric mindset and strong communication skills.
• Ability to listen attentively and respond empathetically.
• Ability to work independently and meet production goals.
• Willingness to work periodic overtime with short notice.

Responsibilities

• Provide professional, accurate service to agents and customers via phone, email, or written communication.
• Process applications, review paperwork, and issue contracts.
• Maintain knowledge of multiple platforms through which applications and funds are received.
• Analyze information and resolve issues promptly and professionally.
• Support training and knowledge development within the team.

Skills

Customer service

Communication

Decision making

Attention to detail

Time management

Adaptability

Team collaboration

Urgency

Education

Bachelor's degree

Job description

Sammons Financial Group Inc. in West Des Moines, IA, seeks a customer service professional to support agents, distribution partners and customers by handling applications, paperwork and policy changes with accuracy.

You will review cases, provide guidance, and maintain production goals while upholding compliance and ongoing training to stay current with system enhancements and regulatory changes.